Latest Institutional Purchases of Zscaler, Inc. (ZS)
This list provides information on the latest institutional transactions involving Zscaler, Inc. (ZS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
70New |
$13.3K - $21.1K
|
70
$22.2K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
35New |
$6.63K - $10.6K
|
35
$11.1K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1New |
$190 - $302
|
1
$317
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$190 - $302
|
2
$633
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
167K+ 185.0% |
$41.9M - $61.4M
|
257K
$81.2M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
23.6K+ 393.33% |
$5.94M - $8.7M
|
29.6K
$9.37M
|
|
Feb 14, 2022
Q4 2021
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7KNew |
$1.76M - $2.58M
|
7K
$2.22M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
677New |
$171K - $250K
|
677
$214K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
97New |
$24.4K - $35.8K
|
97
$30.7K
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
70+ 3.95% |
$17.6K - $25.8K
|
1.84K
$582K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
57New |
$14.4K - $21K
|
57
$18K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24+ 24.0% |
$6.04K - $8.85K
|
124
$39.2K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10New |
$2.52K - $3.69K
|
10
$3.17K
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
16.7KNew |
$3.57M - $4.8M
|
16.7K
$5.28M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$2.78M - $3.74M
|
13K
$4.11M
|
|
Oct 21, 2021
Q3 2021
|
Rheos Capital Works Inc.
|
BUY
|
- |
4.5K+ 29.41% |
$962K - $1.29M
|
19.8K
$6.27M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
72+ 21.82% |
$15.4K - $20.7K
|
402
$127K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$7.48K - $10.1K
|
35
$11.1K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
30New |
$6.41K - $8.62K
|
30
$9.5K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
6New |
$1.28K - $1.72K
|
6
$1.9K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$190K - $262K
|
1.18K
$374K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
1KNew |
$161K - $221K
|
1K
$317K
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
500+ 50.0% |
$80.5K - $111K
|
1.5K
$475K
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
BUY
|
CALL |
400New |
$64.4K - $88.6K
|
400
$127K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$805 - $1.11K
|
5
$1.58K
|
|
Q1 2021 | |||||||
Apr 26, 2021
Q1 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$340K - $464K
|
2.05K
$649K
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1KNew |
$166K - $226K
|
1K
$317K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2New |
$332 - $453
|
2
$633
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2KNew |
$256K - $415K
|
2K
$633K
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
980New |
$125K - $203K
|
980
$310K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
54New |
$6.9K - $11.2K
|
54
$17.1K
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
40New |
$5.11K - $8.3K
|
40
$12.7K
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7New |
$894 - $1.45K
|
7
$2.22K
|
|
Q3 2020 | |||||||
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1KNew |
$110K - $159K
|
1K
$317K
|
|
Nov 17, 2020
Q3 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$5.51K - $7.97K
|
50
$15.8K
|
|
Nov 16, 2020
Q3 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
44New |
$4.85K - $7.01K
|
44
$13.9K
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
37New |
$4.08K - $5.9K
|
37
$11.7K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.67K+ 228.55% |
$164K - $302K
|
3.84K
$1.22M
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Pinnacle Associates LTD
|
BUY
|
CALL |
10KNew |
$470K - $882K
|
10K
$3.17M
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
25New |
$1.17K - $2.21K
|
25
$7.91K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
80KNew |
$3.15M - $5.68M
|
80K
$25.3M
|
|
Aug 07, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
10New |
$393 - $711
|
10
$3.17K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.12KNew |
$287K - $384K
|
8.12K
$2.57M
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.15KNew |
$147K - $196K
|
4.15K
$1.31M
|